# How to integrate Moneybird MCP with Mastra AI ```json { "title": "How to integrate Moneybird MCP with Mastra AI", "toolkit": "Moneybird", "toolkit_slug": "moneybird", "framework": "Mastra AI", "framework_slug": "mastra-ai", "url": "https://composio.dev/toolkits/moneybird/framework/mastra-ai", "markdown_url": "https://composio.dev/toolkits/moneybird/framework/mastra-ai.md", "updated_at": "2026-05-06T08:20:38.474Z" } ``` ## Introduction This guide walks you through connecting Moneybird to Mastra AI using the Composio tool router. By the end, you'll have a working Moneybird agent that can create a sales invoice for a new client, filter contacts added this month, add a note to a specific contact through natural language commands. This guide will help you understand how to give your Mastra AI agent real control over a Moneybird account through Composio's Moneybird MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved. ## Also integrate Moneybird with - [OpenAI Agents SDK](https://composio.dev/toolkits/moneybird/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/moneybird/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/moneybird/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/moneybird/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/moneybird/framework/codex) - [OpenClaw](https://composio.dev/toolkits/moneybird/framework/openclaw) - [Hermes](https://composio.dev/toolkits/moneybird/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/moneybird/framework/cli) - [Google ADK](https://composio.dev/toolkits/moneybird/framework/google-adk) - [LangChain](https://composio.dev/toolkits/moneybird/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/moneybird/framework/ai-sdk) - [LlamaIndex](https://composio.dev/toolkits/moneybird/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/moneybird/framework/crew-ai) ## TL;DR Here's what you'll learn: - Set up your environment so Mastra, OpenAI, and Composio work together - Create a Tool Router session in Composio that exposes Moneybird tools - Connect Mastra's MCP client to the Composio generated MCP URL - Fetch Moneybird tool definitions and attach them as a toolset - Build a Mastra agent that can reason, call tools, and return structured results - Run an interactive CLI where you can chat with your Moneybird agent ## What is Mastra AI? Mastra AI is a TypeScript framework for building AI agents with tool support. It provides a clean API for creating agents that can use external services through MCP. Key features include: - MCP Client: Built-in support for Model Context Protocol servers - Toolsets: Organize tools into logical groups - Step Callbacks: Monitor and debug agent execution - OpenAI Integration: Works with OpenAI models via @ai-sdk/openai ## What is the Moneybird MCP server, and what's possible with it? The Moneybird MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Moneybird account. It provides structured and secure access to your invoicing and accounting data, so your agent can perform actions like creating contacts, sending invoices, managing notes, and keeping your financial records up to date on your behalf. - Automated contact creation and management: Instantly add new clients or companies, update existing records, archive unused contacts, or remove outdated information—without manual entry. - Easy invoice generation: Direct your agent to create detailed sales invoices for any contact, including custom line items, for fast and accurate billing. - Contact note and to-do tracking: Record comments, assign to-dos, and manage notes on contacts, ensuring follow-ups and client history are always at your fingertips. - Contact filtering and segmentation: Effortlessly filter and retrieve contacts based on criteria like creation date or name, making it easy to target communications or review segments of your client base. - Comprehensive contact person management: Add or remove individual contact persons linked to organizations, keeping your records detailed and up to date for every client relationship. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `MONEYBIRD_ADD_NOTE_TO_CONTACT` | Add Note to Contact | Tool to add a note or to-do to a contact. use when you need to record a comment or assign a task to a contact. | | `MONEYBIRD_ARCHIVE_CONTACT` | Archive Contact | Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently. | | `MONEYBIRD_CREATE_CONTACT` | Create Moneybird Contact | Tool to create a new contact in moneybird. use after you have an administration id and need to onboard a new company/person. provide either company name or both firstname and lastname. | | `MONEYBIRD_CREATE_CONTACT_PERSON` | Create Contact Person | Tool to create a new contact person. use when you have the contact id and need to add a person after confirming their firstname and lastname. | | `MONEYBIRD_CREATE_SALES_INVOICE` | Create Sales Invoice | Tool to create a new sales invoice. use when you need to bill a contact with specified line items. | | `MONEYBIRD_DELETE_CONTACT` | Delete Contact | Tool to delete a contact. use after confirming that contact should be removed. | | `MONEYBIRD_DELETE_CONTACT_NOTE` | Delete Contact Note | Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently. | | `MONEYBIRD_DELETE_CONTACT_PERSON` | Delete Contact Person | Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id. | | `MONEYBIRD_FILTER_CONTACTS` | Filter Contacts | Tool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name. | | `MONEYBIRD_GET_ADDITIONAL_CHARGES` | Get Additional Charges | Tool to get additional charges for a contact. use when you need to view pending (or optionally billed) usage or recurring charges. | | `MONEYBIRD_GET_CONTACT` | Get Contact | Tool to retrieve all information about a specific contact by id. use when you need the full details of a contact, for example before generating invoices. | | `MONEYBIRD_GET_CONTACT_BY_CUSTOMER_ID` | Get Contact by Customer ID | Tool to retrieve full contact details by customer id. use when you need all fields of a contact given its customer id. | | `MONEYBIRD_GET_CONTACT_PERSON` | Get Contact Person | Tool to get all information about a contact person. use when you have the administration, contact, and contact person ids and need full details before updating. | | `MONEYBIRD_GET_SALES_INVOICE` | Get Sales Invoice | Tool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id. | | `MONEYBIRD_LIST_ADMINISTRATIONS` | List Administrations | Tool to list all administrations accessible by the authenticated user. use when you need to obtain administration id for subsequent operations like create contact. | | `MONEYBIRD_LIST_CONTACTS_SYNCHRONIZATION` | List Contacts Synchronization | Tool to list all contact ids and versions for synchronization. use when you need to detect which contacts have changed and update local data accordingly. | | `MONEYBIRD_LIST_SALES_INVOICES` | List Sales Invoices | Tool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration. | | `MONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URL` | Request Payments Mandate URL | Tool to request a url for setting up a payments mandate. use when you need to generate a direct-debit authorization link for a contact (valid for 14 days). | | `MONEYBIRD_UPDATE_CONTACT` | Update Contact | Tool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed. | | `MONEYBIRD_UPDATE_CONTACT_PERSON` | Update Contact Person | Tool to update a contact person. use after selecting a specific contact person when you need to change their details. | | `MONEYBIRD_UPDATE_SALES_INVOICE` | Update Sales Invoice | Tool to update an existing sales invoice by id. use when modifying invoice header or line items. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Moneybird MCP server is an implementation of the Model Context Protocol that connects your AI agent to Moneybird. It provides structured and secure access so your agent can perform Moneybird operations on your behalf through a secure, permission-based interface. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 1. Prerequisites Before starting, make sure you have: - Node.js 18 or higher - A Composio account with an active API key - An OpenAI API key - Basic familiarity with TypeScript ### 1. Getting API Keys for OpenAI and Composio OpenAI API Key - Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) and create an API key. - You need credits or a connected billing setup to use the models. - Store the key somewhere safe. Composio API Key - Log in to the [Composio dashboard](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs). - Go to Settings and copy your API key. - This key lets your Mastra agent talk to Composio and reach Moneybird through MCP. ### 2. Install dependencies Install the required packages. What's happening: - @composio/core is the Composio SDK for creating MCP sessions - @mastra/core provides the Agent class - @mastra/mcp is Mastra's MCP client - @ai-sdk/openai is the model wrapper for OpenAI - dotenv loads environment variables from .env ```bash npm install @composio/core @mastra/core @mastra/mcp @ai-sdk/openai dotenv ``` ### 3. Set up environment variables Create a .env file in your project root. What's happening: - COMPOSIO_API_KEY authenticates your requests to Composio - COMPOSIO_USER_ID tells Composio which user this session belongs to - OPENAI_API_KEY lets the Mastra agent call OpenAI models ```bash COMPOSIO_API_KEY=your_composio_api_key_here COMPOSIO_USER_ID=your_user_id_here OPENAI_API_KEY=your_openai_api_key_here ``` ### 4. Import libraries and validate environment What's happening: - dotenv/config auto loads your .env so process.env.* is available - openai gives you a Mastra compatible model wrapper - Agent is the Mastra agent that will call tools and produce answers - MCPClient connects Mastra to your Composio MCP server - Composio is used to create a Tool Router session ```typescript import "dotenv/config"; import { openai } from "@ai-sdk/openai"; import { Agent } from "@mastra/core/agent"; import { MCPClient } from "@mastra/mcp"; import { Composio } from "@composio/core"; import * as readline from "readline"; import type { AiMessageType } from "@mastra/core/agent"; const openaiAPIKey = process.env.OPENAI_API_KEY; const composioAPIKey = process.env.COMPOSIO_API_KEY; const composioUserID = process.env.COMPOSIO_USER_ID; if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set"); if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set"); if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set"); const composio = new Composio({ apiKey: composioAPIKey as string, }); ``` ### 5. Create a Tool Router session for Moneybird What's happening: - create spins up a short-lived MCP HTTP endpoint for this user - The toolkits array contains "moneybird" for Moneybird access - session.mcp.url is the MCP URL that Mastra's MCPClient will connect to ```typescript async function main() { const session = await composio.create( composioUserID as string, { toolkits: ["moneybird"], }, ); const composioMCPUrl = session.mcp.url; console.log("Moneybird MCP URL:", composioMCPUrl); ``` ### 6. Configure Mastra MCP client and fetch tools What's happening: - MCPClient takes an id for this client and a list of MCP servers - The headers property includes the x-api-key for authentication - getTools fetches the tool definitions exposed by the Moneybird toolkit ```typescript const mcpClient = new MCPClient({ id: composioUserID as string, servers: { nasdaq: { url: new URL(composioMCPUrl), requestInit: { headers: session.mcp.headers, }, }, }, timeout: 30_000, }); console.log("Fetching MCP tools from Composio..."); const composioTools = await mcpClient.getTools(); console.log("Number of tools:", Object.keys(composioTools).length); ``` ### 7. Create the Mastra agent What's happening: - Agent is the core Mastra agent - name is just an identifier for logging and debugging - instructions guide the agent to use tools instead of only answering in natural language - model uses openai("gpt-5") to configure the underlying LLM ```typescript const agent = new Agent({ name: "moneybird-mastra-agent", instructions: "You are an AI agent with Moneybird tools via Composio.", model: "openai/gpt-5", }); ``` ### 8. Set up interactive chat interface What's happening: - messages keeps the full conversation history in Mastra's expected format - agent.generate runs the agent with conversation history and Moneybird toolsets - maxSteps limits how many tool calls the agent can take in a single run - onStepFinish is a hook that prints intermediate steps for debugging ```typescript let messages: AiMessageType[] = []; console.log("Chat started! Type 'exit' or 'quit' to end.\n"); const rl = readline.createInterface({ input: process.stdin, output: process.stdout, prompt: "> ", }); rl.prompt(); rl.on("line", async (userInput: string) => { const trimmedInput = userInput.trim(); if (["exit", "quit", "bye"].includes(trimmedInput.toLowerCase())) { console.log("\nGoodbye!"); rl.close(); process.exit(0); } if (!trimmedInput) { rl.prompt(); return; } messages.push({ id: crypto.randomUUID(), role: "user", content: trimmedInput, }); console.log("\nAgent is thinking...\n"); try { const response = await agent.generate(messages, { toolsets: { moneybird: composioTools, }, maxSteps: 8, }); const { text } = response; if (text && text.trim().length > 0) { console.log(`Agent: ${text}\n`); messages.push({ id: crypto.randomUUID(), role: "assistant", content: text, }); } } catch (error) { console.error("\nError:", error); } rl.prompt(); }); rl.on("close", async () => { console.log("\nSession ended."); await mcpClient.disconnect(); process.exit(0); }); } main().catch((err) => { console.error("Fatal error:", err); process.exit(1); }); ``` ## Complete Code ```typescript import "dotenv/config"; import { openai } from "@ai-sdk/openai"; import { Agent } from "@mastra/core/agent"; import { MCPClient } from "@mastra/mcp"; import { Composio } from "@composio/core"; import * as readline from "readline"; import type { AiMessageType } from "@mastra/core/agent"; const openaiAPIKey = process.env.OPENAI_API_KEY; const composioAPIKey = process.env.COMPOSIO_API_KEY; const composioUserID = process.env.COMPOSIO_USER_ID; if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set"); if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set"); if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set"); const composio = new Composio({ apiKey: composioAPIKey as string }); async function main() { const session = await composio.create(composioUserID as string, { toolkits: ["moneybird"], }); const composioMCPUrl = session.mcp.url; const mcpClient = new MCPClient({ id: composioUserID as string, servers: { moneybird: { url: new URL(composioMCPUrl), requestInit: { headers: session.mcp.headers, }, }, }, timeout: 30_000, }); const composioTools = await mcpClient.getTools(); const agent = new Agent({ name: "moneybird-mastra-agent", instructions: "You are an AI agent with Moneybird tools via Composio.", model: "openai/gpt-5", }); let messages: AiMessageType[] = []; const rl = readline.createInterface({ input: process.stdin, output: process.stdout, prompt: "> ", }); rl.prompt(); rl.on("line", async (input: string) => { const trimmed = input.trim(); if (["exit", "quit"].includes(trimmed.toLowerCase())) { rl.close(); return; } messages.push({ id: crypto.randomUUID(), role: "user", content: trimmed }); const { text } = await agent.generate(messages, { toolsets: { moneybird: composioTools }, maxSteps: 8, }); if (text) { console.log(`Agent: ${text}\n`); messages.push({ id: crypto.randomUUID(), role: "assistant", content: text }); } rl.prompt(); }); rl.on("close", async () => { await mcpClient.disconnect(); process.exit(0); }); } main(); ``` ## Conclusion You've built a Mastra AI agent that can interact with Moneybird through Composio's Tool Router. You can extend this further by: - Adding other toolkits like Gmail, Slack, or GitHub - Building a web-based chat interface around this agent - Using multiple MCP endpoints to enable cross-app workflows ## How to build Moneybird MCP Agent with another framework - [OpenAI Agents SDK](https://composio.dev/toolkits/moneybird/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/moneybird/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/moneybird/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/moneybird/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/moneybird/framework/codex) - [OpenClaw](https://composio.dev/toolkits/moneybird/framework/openclaw) - [Hermes](https://composio.dev/toolkits/moneybird/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/moneybird/framework/cli) - [Google ADK](https://composio.dev/toolkits/moneybird/framework/google-adk) - [LangChain](https://composio.dev/toolkits/moneybird/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/moneybird/framework/ai-sdk) - [LlamaIndex](https://composio.dev/toolkits/moneybird/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/moneybird/framework/crew-ai) ## Related Toolkits - [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide. - [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions. - [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management. - [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly. - [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth. - [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone. - [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place. - [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations. - [CurrencyScoop](https://composio.dev/toolkits/currencyscoop) - CurrencyScoop is a developer-friendly API for real-time and historical currency exchange rates. Easily access fiat and crypto data for smart, up-to-date financial applications. - [Daffy](https://composio.dev/toolkits/daffy) - Daffy is a modern charitable giving platform with a donor-advised fund. Easily set aside funds, grow them tax-free, and donate to over 1.7 million U.S. charities. - [Eagle doc](https://composio.dev/toolkits/eagle_doc) - Eagle doc is an AI-powered OCR API for invoices and receipts. It delivers fast, reliable, and accurate document data extraction for seamless automation. - [Elorus](https://composio.dev/toolkits/elorus) - Elorus is an online invoicing and time-tracking software for freelancers and small businesses. Easily manage finances, bill clients, and track work in one place. - [Eodhd apis](https://composio.dev/toolkits/eodhd_apis) - Eodhd apis delivers comprehensive financial data, including live and historical stock prices, via robust APIs. Easily access reliable, up-to-date market insights to power your apps, dashboards, and analytics. - [Fidel api](https://composio.dev/toolkits/fidel_api) - Fidel api is a secure platform for linking payment cards to web and mobile apps. It enables real-time card transaction monitoring and event-based automation for businesses. - [Finage](https://composio.dev/toolkits/finage) - Finage is a secure API platform delivering real-time and historical financial data for stocks, forex, crypto, indices, and commodities. It empowers developers and businesses to access, analyze, and act on market data instantly. - [Finmei](https://composio.dev/toolkits/finmei) - Finmei is an invoicing tool that simplifies billing, invoice management, and expense tracking. Ideal for automating and organizing your business finances in one place. - [Fixer](https://composio.dev/toolkits/fixer) - Fixer is a currency data API offering real-time and historical exchange rates for 170 currencies. Instantly access accurate, up-to-date forex data for your applications and workflows. - [Fixer io](https://composio.dev/toolkits/fixer_io) - Fixer.io is a lightweight API for real-time and historical foreign exchange rates. It makes global currency conversion fast, accurate, and hassle-free. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Moneybird MCP? With a standalone Moneybird MCP server, the agents and LLMs can only access a fixed set of Moneybird tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Moneybird and many other apps based on the task at hand, all through a single MCP endpoint. ### Can I use Tool Router MCP with Mastra AI? Yes, you can. Mastra AI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Moneybird tools. ### Can I manage the permissions and scopes for Moneybird while using Tool Router? Yes, absolutely. You can configure which Moneybird scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do. ### How safe is my data with Composio Tool Router? All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Moneybird data and credentials are handled as safely as possible. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)